Premier Southwest Planning Group, LLC
Premier Southwest Planning Group, LLC (CRD# 132868) is a financial advisory firm headquartered in , . They manage $46,470,438 in 386 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Premier Southwest Planning Group, LLC
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts386ACCOUNTS
-
Average Account Value$120,390
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, IL, NV, WI
Financial Advisors at Premier Southwest Planning Group, LLC
1
Bruce Weinstein (CRD# 1979341) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.
2
Joshua Gifford (CRD# 7561166) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
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